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Please Stop the Ongoing Insanity in Bank Sales Training

Increase Sales

During lunch a Vice President of a regional bank asked me this very pointed question: Why doesn’t sales training for banks stick? My quick and direct response was “banks and other financial institutions continue to use the same training providers they have been using for the last 20 plus years.”

Banking 136
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How to Create a Sales Plan: The Ultimate Guide

Hubspot Sales

Deadlines and DRIs (Directly Responsible Individuals). Run three-day referral techniques workshop. Sales training. What is a sales plan template? A typical sales plan includes the following sections: Target customers. Revenue targets. Strategies and tactics. Pricing and promotions. Team structure. Market conditions. Sales tools.